Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Velgara is an investment advisor representative at Rappaport Reiches Capital Management, LLC. Teresa has been in the industry since May 2011 and has a Series 65 license. Teresa specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Teresa is a Certified Financial Planner and has experience working with clients at AT Investment Advisers Inc. and Geneva Advisors, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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IL
12/21/2018 - Present
Rappaport Reiches Capital Management, (Skokie IL)
IA
Issued 11/23/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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